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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,564 | $39,132+42.0% | $57,196-2.9% | $62,881-11.6% |
| Participation rate | 43.2% | 70.5%-27.3pp | 75.3%-32.2pp | 69.3%-26.1pp |
| Annual return | 10.96% | 9.24%+1.7pp | 14.59%-3.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,937 | $1,874+3.4% | $2,683-27.8% | $2,281-15.1% |
| Participant deferral / active EE | $2,630 | $2,374+10.8% | $3,096-15.1% | $3,203-17.9% |
| Admin fee / account holder | $6,514 | $2,594+151.1% | $3,141+107.4% | $4,296+51.6% |